Filed August 9, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
OLSHAN FROME WOLOSKY LLP4 years Service code 29 · EIN 13-1978173 | Legal | $109,045 |
MARKS PANETH LLP4 years Service code 10 · EIN 11-3518842 | Accounting | $42,500 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $29,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,406 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,055 | $46,423+354.6% | $75,886+178.1% | $67,579+212.3% |
| Participation rate | 73.9% | 63.1%+10.8pp | 69.3%+4.6pp | 71.3%+2.6pp |
| Annual return | 17.79% | 32.29%-14.5pp | 30.76%-13.0pp | 378.56%-360.8pp |
| Employer contribution / active EE | $1,335 | $1,406-5.0% | $2,500-46.6% | $2,148-37.8% |
| Participant deferral / active EE | $6,380 | $2,564+148.8% | $3,603+77.1% | $3,539+80.3% |
| Admin fee / account holder | $133 | $132+1.1% | $5,418-97.5% | $142-6.4% |